The scandal surrounding Jensen Huang is getting bigger, so I've directly swapped my Nvidia stock for three AI stocks.

The issue began when Jensen Huang himself sent an email to employees, admitting to an extramarital affair with someone who is reportedly a foreign intelligence officer. Now the FBI is involved, Congress is calling, and shareholder lawsuits are rolling in, causing Nvidia's stock price to drop nearly 15% in two days.

I believe the board is unlikely to let him go, but rather will "house arrest" him—continuing him as CEO but strictly controlling his public appearances and business trips. Nvidia can withstand this in the long run; it's just that the short term will be pressured by this noise.

Since I want to avoid Nvidia's troubles while not missing out on the AI market, I've set my sights on these three:

AMD: It rose nearly 15% as Nvidia dropped. Both GPU and server CPUs are in short supply, plus there's a partnership with Google Cloud, making it undervalued.

Amazon: AWS growth can still reach over 40%, and next year it will start selling self-developed chips, which means an additional revenue stream.

Micron: The stock price has dropped 27% in two weeks, but the spot price of memory is still firmly above 60 dollars. I'm looking at the difference between the stock price and the spot price; currently, it looks quite attractive.

Ultimately, as long as the investigation does not expand to the entire AI circle, these companies can continue to reap the rewards.

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